How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Dan Owens, CPA/PFS, CFP®, CMFC®, CRPC®
Financial Advisor
706-622-4750
danowens@owensfinancialgroup.org
I work with businesses and individuals, providing a financial direction for their assets that can lead them to their investment goals. At Owens Financial Group, Inc., I will work hand-in-hand with you on developing a disciplined plan...
Tyler Owens, CWS®
Financial Advisor
706-622-4750
As the son of a financial advisor, the finance industry has always been a part of my life. My father, who founded Owens Financial Group, would come home from work with stories about the people he’d met, the problems he helped...
Jan Leonard ChFC®, RFC®, CKA®
Financial Advisor
706-622-4750
jleonard@owensfinancialgroup.org
I haven’t always been a financial advisor. When I attended Berry College here in Rome, GA, I double-majored in Psychology and Sports Training. But when I joined Owens Financial Group in August of 2000, I felt I had found the...
Candy Russell
Client Service Specialist/Administrative Assistant
706-622-4750
I joined Owens Financial Group in the fall of 2021. I’m originally from North Carolina but consider Georgia home. I live in Rockmart, GA with my husband, Jeff, my son, Montgomery, and daughter Kynleigh.I enjoy traveling, reading,...
Mason Minshew
Accountant
706-622-4750
As a native Roman, I joined the firm as a staff accountant in June of 2017. I graduated from Shorter University in December 2016 with a degree in Accounting and a minor in Marketing. Recenlty, I have returned to my Alma Mater, Shorter...
